Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Structuring Annuity Laddering Strategies for Volatile MarketsSponsored by Jackson National
A turbulent bond market has made fixed income a risky bet. Annuity ladders offer an alternative to diversify your portfolio and generate income. Here's how.
By Charles Lewis Sizemore, CFA
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An Expert Guide to California Retirement Costs and TaxesRetirees in California enjoy sunny days, tasty meals and more, but the state comes with some unique financial considerations. Here's a guide for DIY retirees.
By Julia Pham, CFP®, AIF®, CDFA®
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United Airlines CEO Calls for New Taxes on Wealth and Inheritances: What That Would Mean for Your MoneyTax Policy Scott Kirby's comments on a national wealth tax and a near-100% inheritance tax come as states debate new taxes on the wealthy.
By Kelley R. Taylor
Tax Policy -
Are You Rich? The Average Net Worth by Age Just Got an UpdateDo you have a "normal" net worth for your age? See the latest Fed data and get tips from financial advisers on growing your wealth over time.
By Adam Shell
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Take the Celebrity Estate Planning Quiz: Are You Sting, Shaq or Elton?Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.
By Donna LeValley
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5 Little-Known Retirement Tax 'Gotchas'Retirement Hidden rules, automatic surcharges, and tax-bracket traps can catch even careful retirees off guard. Here's what to know.
By Kate Schubel
Retirement -
Why a $5 Million+ Portfolio Changes Your Entire Estate PlanThe federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it.
By Jacob Schroeder
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Free (or Cheap) College for Retirees in All 50 StatesWhether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
By Bob Niedt
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You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for ItMost people turning 65 today face a 70% chance of needing long-term care at some point — yet insurance remains expensive and often out of reach for many.
By Elaine Silvestrini
